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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVDA is surging after crushing Q2 earnings and guiding to ~70% FY28 revenue growth, with retail traders celebrating the beat while taunting Michael Burry's bearish stance. The bullish momentum is amplified by the expanded AWS partnership to deploy 2M additional GPUs, reinforcing the narrative that AI demand remains supply-constrained rather than slowing.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

The sell-off stems from a Reuters report that Trian Fund Management has paused take-private plans, removing a key catalyst and sparking intense retail debate over whether the drop is a manipulation-fueled buying opportunity or the start of further downside, with chatter focused on short interest, squeeze potential, and the CEO's turnaround strategy.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce crushed Q2 earnings, raised full-year guidance, and expanded its Anthropic partnership with Claudeforce, sending shares soaring ~13% after hours. Retail traders are celebrating the 'SaaS-pocalypse' narrative reversal, with many calling it a definitive shift toward AI-driven software monetization and dismissing bearish calls as overblown.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as retail traders pile in on a wave of AI-driven enthusiasm, fueled by a JPMorgan note touting a $21 target and 100% upside on underestimated AI/cloud orders, alongside heavy speculation about a potential U.S. government stake or defense contracts following Nokia's exit from China. The bulls are framing this as a deep-value AI infrastructure play with a strong Nvidia connection, while bears dismiss the hype as manipulation of a high-float stock.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as traders gear up for a binary earnings event, with Nvidia's blowout results and bullish data center commentary fueling intense speculation that the AI/neocloud sector rally will finally lift the stock after months of frustrating price action. The community is sharply divided between bullish narratives around upcoming catalysts, potential AI contracts, and a massive short squeeze, versus bearish concerns over dilution, missed revenue guidance, and underperformance relative to peers like NBIS and CoreWeave.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CRWD is surging after a strong quarterly report and raised full-year guidance, driven by AI security demand, which the community is calling a sign that the software sector is rotating back into favor alongside other tech earnings.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid reports it is seeking over $60B in debt financing to support AI chip deals with Anthropic and other customers, fueling debate between bulls who see surging demand and skeptics wary of added leverage. OpenAI's Jalapeo chip benchmarks, co-developed with Broadcom, also add bullish sentiment ahead of earnings.

Okta, Inc. engages in the provision of an identity management platform for enterprises. The firm operates through the following geographical segments: United States and International. Its products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta jumped after hours on a Q2 earnings beat and raised FY27 guidance, fueled by AI agent identity security demand. Traders are split between bullish momentum and skepticism over the size of the pop relative to the guidance increase.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

MRVL is drawing intense chatter as traders brace for its earnings amid the sector-wide reaction to Nvidia's report and a wave of analyst price-target hikes tied to AI networking strength. The community is sharply split between those expecting a post-earnings breakout fueled by AI datacenter momentum and skeptics warning of a sell-the-news reaction.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM's trending as the AI trade remains glued to NVIDIA's earnings and comments on GPU supply/demand and memory, with bulls arguing TSMC benefits from any capacity increase while bears fear a spooked AI trade. The community is also focused on TSMC's pricing power and its strategic positioning in silicon photonics, where it trails rivals like Intel but wins key orders from NVIDIA and Broadcom.

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Extremely Bullish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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